Recently, some people have been linking stablecoin supply, ETF inflows, and market trends too closely, but in reality, correlation does not equal causation. An increase in stablecoins could be for backup funds, or it could just be funds waiting on the sidelines for opportunities, or even moving and transferring around, looking at the "total amount increase" but not necessarily actually entering the market to buy. The same goes for ETFs; sometimes inflows are for hedging or rebalancing, so don’t jump to the conclusion that "incremental funds will push prices up" just because of the numbers. Recently, discussions about rate cut expectations, the US dollar index moving in tandem with risk assets, and the same rise and fall have been quite popular. My feeling is that macro narratives can explain market sentiment, but on-chain details often don’t align perfectly. Anyway, I still follow the rules for tasks, keep track of costs, and when gas gets expensive, I slow down first—don’t get impulsive and increase positions just because of charts.